Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 4,436 institutions that hold shares in the stock, with a total of 833 Million shares, which have been reported (via 13F filing form) to have a value of $386 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,355
shares
|
$627,622
0.82% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,353
shares
|
$626,696
0.36% of portfolio
|
Q3 2024
Added 2.27%
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,353
shares
|
$626,696
0.26% of portfolio
|
Q4 2024
New holding
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
1,353
shares
|
$626,696
0.46% of portfolio
|
Q4 2024
New holding
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
1,350
shares
|
$625,306
0.22% of portfolio
|
N/A
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
1,350
shares
|
$625,306
0.39% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
1,349
shares
|
$624,843
0.56% of portfolio
|
Q3 2024
Added 0.45%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,348
shares
|
$624,380
0.13% of portfolio
|
Q2 2023
Added 20.25%
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,348
shares
|
$624,380
0.3% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
1,346
shares
|
$623,453
0.02% of portfolio
|
Q4 2022
Reduced 59.77%
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
1,346
shares
|
$623,453
0.37% of portfolio
|
Q3 2024
Added 5752.17%
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,345
shares
|
$622,990
0.69% of portfolio
|
Q3 2023
Reduced 0.37%
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
1,344
shares
|
$622,527
0.47% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
1,344
shares
|
$622,527
0.44% of portfolio
|
Q2 2024
Added 7.01%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,343
shares
|
$622,064
0.25% of portfolio
|
Q3 2024
Added 34.84%
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
1,339
shares
|
$620,211
0.21% of portfolio
|
Q3 2024
Added 8.77%
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,339
shares
|
$620,211
0.39% of portfolio
|
Q3 2023
Reduced 5.17%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,338
shares
|
$619,748
0.28% of portfolio
|
Q4 2024
Added 19.25%
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
1,336
shares
|
$618,821
0.33% of portfolio
|
N/A
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
1,335
shares
|
$618,358
0.31% of portfolio
|
Q2 2024
Added 1.52%
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,333
shares
|
$617,432
0.06% of portfolio
|
N/A
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,332
shares
|
$616,969
0.21% of portfolio
|
Q3 2024
Added 21.76%
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,329
shares
|
$615,579
0.25% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,325
shares
|
$613,726
0.07% of portfolio
|
Q3 2024
Added 10.6%
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
1,323
shares
|
$612,800
0.63% of portfolio
|
Q4 2024
New holding
|